See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $495,827 | $109,881+351.2% | $150,045+230.5% | $84,808+484.6% |
| Participation rate | 97.0% | 76.1%+20.9pp | 82.3%+14.7pp | 68.3%+28.7pp |
| Annual return | 14.47% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $7,805 | $3,561+119.2% | $4,693+66.3% | $2,631+196.7% |
| Participant deferral / active EE | $13,443 | $6,636+102.6% | $7,997+68.1% | $4,212+219.2% |
| Admin fee / account holder | $67,182 | $8,568+684.1% | $13,435+400.1% | $7,344+814.8% |